Tax-Advantaged Investments and Income
Lifelong Learning
Join us for an informative experience where you will learn how to identify investments, and account types. You will learn about savings plans that offer tax-exempt, tax-deferred, or tax-favorable benefits including tax efficient income streams for retirees, retirement accounts and employee benefits, gifting to charitable organizations and family members, municipal bonds, HAS's, annuities, and both IRA's and Roth 401k's. Expect to leave this class with specific, actionable ideas that materially help you save on the taxes you pay over time.
Questions? Call Lifelong Learning at 801-587-5433 or use our online form.
Class Sections For Tax-Advantaged Investments and Income (LLPOT 976)
Fall 2023 Section 1, Starting on: 10/31/2023
This class takes place in person at the University Connected Learning and Continuing Education building (540 Arapeen Drive, SLC).
| Date(s) | Day | Time | Location |
|---|---|---|---|
| 10/31/23 - 11/07/23 | T | 6:30 pm -8:00 pm | UUCE 120 |
Instructor: MARK PYPER
Registration for this class will close on 10/30/2023 at midnight
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Questions? Call Lifelong Learning at 801-587-5433 or use our online form.
